David Baskin

We might have recession in Canada, not the US. The Bank of Canada has gone too far. Canadians are too indebted and too many have variable rate mortgages. So consumers will spend less. It will be a mild recession. Canada imports so much food and doesn't control energy costs, so we can't control that much inflation. But savers will do well, given these high rates. Seniors, who rely on fixed income, will collect 5% interest. The US will pull off a soft landing.

If inflation is really declining, then people will buy houses again and shop at HD. It's time to consider the home stocks again. Today's rally (based on tame CPI today) shows pent-up demand for these beaten-up stocks. 

If inflation is really declining, then people will buy houses again and shop at HD. It's time to consider the home stocks again. Today's rally (based on tame CPI today) shows pent-up demand for these beaten-up stocks. He follows this.

The largest company in Scandinavia. There is and will be lots of competition in weight-loss drugs. NVO has made a fortune through this drug, but their margins will shrink over time as competitors come. If you own this already, take profits, but don't expect NVO to double again.

He wished he bought this 5 years ago.  They have a niche, many loyal customers and more will shop here than at Amazon if there's an Amazon. But shares are fully valued currently. Be cautious.

Are too many variables in crude oil and prices will fluctuate. What will OPEC+ do with supplies? XOM is a great company.

Not cheap, but growth is unbelievable. Can they keep this growth rate going, and if so, then shares are cheap. This isn't his kind of thing. Too volatile for him. He's not a big risk-taker, but a good company with wonderful products.

A unloved stock since the founder died, but they have good assets while high interest rates have been a boom for insurance companies. The NAV is 25-30% higher than the stock price. Pays a 6% dividend.

It went ex-dividend today so shares declined and will rise until the next dividend date. This shouldn't determine whether you buy a stock or not. It yields near 8%. Some don't like their heavy debt and prefer collecting a safe 6% bond. But once bonds pay lower, like 4%, then shares like this pop up and ENB will hit $50 in a heartbeat.

Unfortunately, Brookfield is looking like the old Brascan empire, a plate of spaghetti, where they spin off all these entities, then buy them back and it's hard to keep track of how many there are. That said, BAM and BN-T are grossly undervalued. The market is overreacting to the impact of commercial real estate BN-T, in particular. Do the swap.

Unfortunately, Brookfield is looking like the old Brascan empire, a plate of spaghetti, where they spin off all these entities, then buy them back and it's hard to keep track of how many there are. That said, BAM and BN-T are grossly undervalued. The market is overreacting to the impact of commercial real estate BN-T, in particular. 

Unfortunately, Brookfield is looking like the old Brascan empire, a plate of spaghetti, where they spin off all these entities, then buy them back and it's hard to keep track of how many there are. That said, BAM and BN-T are grossly undervalued. The market is overreacting to the impact of commercial real estate BN-T, in particular. 

He used to be big fans of this, given their investment in Latin America to grow. But their execution hasn't been good, and they missed going into the US. They're now in a bad part of the market. He sold this 3-4 years ago.

It should be higher. Burger King disappointed last quarter, but Horton's is doing much better and Popeye's is growing. Fast food isn't disappointing and there remains growth.

They control almost all the live venues for concerts. Demand and schedule for concerts remains huge, like Canadians seeing Taylor Swift in other countries.